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Stress Testing Investment Strategies: Combining Historical Data and Projected Assumptions
When a dynamic operating environment poses uncertainty across financial markets, scenario analysis and portfolio stress testing can help financial professionals model potential impacts on their investment strategies. In this episode, FactSet Principal Product Manager of Risk Kristina Bratanova-Cvetanova, CFA, discusses how to determine the appropriate shock factors, the use of historical scenarios and data, and incorporation of your own assumptions to assess portfolio risk and potential outcomes.
Recorded March 17, 2026, at 10:00 a.m. ET.
The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.
© FactSet Research Systems Inc. All rights reserved.
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By FactSetWhen a dynamic operating environment poses uncertainty across financial markets, scenario analysis and portfolio stress testing can help financial professionals model potential impacts on their investment strategies. In this episode, FactSet Principal Product Manager of Risk Kristina Bratanova-Cvetanova, CFA, discusses how to determine the appropriate shock factors, the use of historical scenarios and data, and incorporation of your own assumptions to assess portfolio risk and potential outcomes.
Recorded March 17, 2026, at 10:00 a.m. ET.
The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.
© FactSet Research Systems Inc. All rights reserved.